Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 53 · EIN 41-0944586 | Insurance Commissions | $7,212 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $6,869 |
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,230 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,207 | $59,220-22.0% | $96,570-52.2% | $79,391-41.8% |
| Participation rate | 38.6% | 61.9%-23.3pp | 69.8%-31.2pp | 70.7%-32.1pp |
| Annual return | 13.29% | 27.08%-13.8pp | 37.79%-24.5pp | 116.88%-103.6pp |
| Employer contribution / active EE | $320 | $1,216-73.7% | $2,357-86.4% | $2,428-86.8% |
| Participant deferral / active EE | $1,070 | $2,948-63.7% | $3,849-72.2% | $4,046-73.6% |
| Admin fee / account holder | $78 | $659-88.2% | $6,182-98.7% | $627-87.6% |